Kyle Clark is a financial advisor at Gerber Kawasaki Wealth & Investment Management with six years of industry experience. He holds a Series 65 designation and has been with Gerber Kawasaki since 2019. Prior to his advisory role, he was involved with Casetta Coffee, Casetta Group, and Montecito Venture Partners. He also serves as a liaison between clients and the firm’s tax and accounting department, referring clients and coordinating with CPAs. Gerber Kawasaki Wealth & Investment Management serves a diverse client base including individual households and institutional entities, offering wealth management, financial planning, pension consulting, and access to alternative investments. The firm employs tailored portfolio strategies with ongoing monitoring and manages an actively managed ETF focused on growth stocks.

Nathaniel Angelo is a financial advisor at Composition Wealth, LLC with 23 years of industry experience. He holds a Series 66 designation and previously worked at RBC Capital Markets and Columbia River Advisors LLC. Outside of his advisory role, he is a member and capital contributor of Northshore Capital Investment LLC, a real estate investment entity. Composition Wealth is an SEC-registered investment adviser serving individuals, trusts, businesses, and retirement plans with a multi-advisor approach. The firm focuses on long-term, asset-allocation driven portfolio construction using diversified low-cost mutual funds, ETFs, individual securities, and selective alternative investments.

Priscilla Brehm is a ChFC® with 28 years of industry experience, currently serving as an advisor at Morton Wealth since 2014. She is based in Calabasas, CA. Morton Wealth is a multi-advisor SEC-registered firm managing approximately $2.96 billion for individuals, high-net-worth clients, retirement plans, trusts, and pooled investment vehicles. The firm employs standardized investment strategies customized to client objectives, focusing on risk management and volatility reduction across a range of asset types.

Veronica Osmonov is a CFP® professional with 13 years of industry experience, currently serving at Advisor Share Wealth Management, LLC. Her prior roles include positions at Peace of Mind Private Wealth Management and Horter Investment Management. She is also an insurance agent specializing in the sale of insurance and annuities. Advisor Share Wealth Management, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, professional advisers, and pension plans. The firm offers portfolio management, retirement-plan services, and a web-based asset management platform, often implementing strategies through third-party sub-advisers and model portfolios.

Noah Boatright is a CFP®-designated financial advisor with 24 years of industry experience. He is currently with NWF Advisory Services Inc and previously worked at OSAIC Wealth Inc and National Planning Corporation. Outside of his advisory role, he volunteers as a regional coach administrator for a youth soccer league. NWF Advisory Services, Inc. provides portfolio management and financial planning primarily for individual and high-net-worth clients, offering retirement plan consulting as well as trust and estate services. The firm employs an open-architecture wealth management platform with a focus on strategic long-term investing alongside tactical strategies.

Robert Hunt is a financial advisor at Genter Capital Management with 34 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Genter Capital Management since 2012 and IMST Distributors, LLC since 2013. He serves as Director for North Territory at Genter Capital Management, focusing on advisor relationship management. Genter Capital Management provides continuous investment supervisory services to a diverse client base, including individuals, pension plans, foundations, and government entities. The firm manages both equity and fixed-income strategies, including municipal bonds, and advises the Genter Capital Dividend Income Fund as well as several ETFs.

Jeffrey Borenstein is a financial advisor at Forum Financial Management, LP with 23 years of industry experience. He holds a Series 66 designation and has worked at Forum Financial Management and Lamia Financial Group, Inc. during his career. Forum Financial Management, LP provides fee-based wealth management, financial planning, qualified plan services, and educational workshops to individual and institutional clients. The firm also serves as a sub-advisor and turnkey asset management platform for other independent RIAs, managing portfolios primarily with DFA institutional mutual funds and ETFs following a Modern Portfolio Theory approach.

Steven Petrovich is a CFA® charterholder and holds a Series 66 designation, with nine years of industry experience. He is currently with Jefferies Investment Advisers LLC in Los Angeles, having joined the firm in 2025 after eight years at City National Rochdale. Prior to that, he was affiliated with the University of California Los Angeles. Jefferies Investment Advisers LLC provides fee-based financial planning services to a broad client base, including individuals, trusts, estates, and charitable organizations. The firm emphasizes a collaborative and customized planning process supported by third-party software and analytical tools, separate from implementation and transaction execution functions.

Sheila Moore is a financial advisor at IP Financial Advisory Services LLC with four years of industry experience. She holds Series 63 and Series 66 designations and has professional involvement with Innovation Partners LLC, as well as academic roles at Woodbury University and Pepperdine University. IP Financial Advisory Services LLC primarily serves individual retail clients and offers portfolio management, financial planning, consulting, and access to third-party investment managers. The firm focuses on non-high-net-worth retail investors and retirement plan participants, providing personalized portfolios and specialized advisory services including actuarial analysis, benefits consulting, and investment banking support.

Jeffrey Bannon is a financial advisor with Capital Analysts who holds a Series 66 designation and has 17 years of industry experience. His career includes roles at The Rawls Group, Lincoln Investment, Capital Analysts Incorporated, and Pacific Southwest Financial. He serves as Vice President and CFO for the Sideline Supporters Boosters Club, a nonprofit organization supporting youth sports. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, foundations, and corporate clients. The firm offers discretionary and non-discretionary portfolio management through multiple programs, supported by an in-house investment management and research team that employs proprietary screening and model portfolios.

James Wisdom is a CFP® professional with 14 years of experience in financial services. He is associated with Advisor Share Wealth Management, LLC and has worked at Harvest Investment Services, LLC for 11 years. Additionally, he owns James L. Wisdom Insurance Services, where he provides fee-based consumer-driven health financial planning and occasional life and long-term care insurance sales. Advisor Share Wealth Management, LLC serves individuals, high-net-worth clients, professional advisers, and retirement plans by offering investment advisory, financial planning, and portfolio management services. The firm utilizes third-party sub-advisers and model portfolios and provides alternative investment options and a web-based practice platform for independent advisers.

Elias Vera is a CFP®, CFA®, and Series 63-licensed financial advisor at Morton Wealth with 13 years of industry experience. He previously worked at Dowling & Yahnke, LLC for 12 years and CI Private Wealth, LLC for one year. Morton Wealth is a multi-advisor SEC-registered firm managing approximately $2.96 billion for individuals, high-net-worth clients, retirement plans, trusts, and pooled investment vehicles. The firm offers discretionary portfolio management, financial planning, retirement-plan advisory, and business consulting services, implementing standardized strategies with customized portfolios focused on risk management and volatility reduction.

Betty Chin is a financial advisor with Perennial Financial Services in Brea, CA, holding a Series 66 designation and eight years of industry experience. She previously worked at Edward Jones for 14 years before joining Perennial Financial Services and LPL Financial in 2025. Perennial Financial Services provides investment advisory and consulting to individual clients, trusts, retirement plans, and business entities. The firm offers discretionary asset management and financial planning, utilizing multiple platform relationships and third-party managers to tailor portfolios and retirement plan solutions.

Andrew Whitehouse is a financial advisor at One Capital Management, LLC with four years of industry experience. He holds a Series 65 designation and has previously worked at Morgan Stanley and North Ranch Country Club. One Capital Management serves individuals, retirement plans, trusts, corporations, and other institutional clients through a multi-advisor team managing approximately $7.0 billion in discretionary assets. The firm offers wealth management, financial planning, sub-advisory, retirement plan solutions, and advisory consulting, utilizing a macroeconomic and fundamental research-driven investment process.

Eric Swanson is a CFP® professional with 29 years of experience in the financial industry. He is currently with One Capital Management, LLC and has previously worked at EP Wealth Advisors, Transamerica Financial Advisors, Inc., and Reilly Financial Advisors. Since 2001, he has been president of Swanson & Associates, Inc., a passthrough entity for receiving commission trails related to insurance products, although he is no longer engaged in insurance sales. One Capital Management, LLC is a registered investment adviser managing approximately $8.5 billion for individuals, pension plans, trusts, and corporations. The firm builds customized, globally balanced portfolios using a combination of active equity management, ETFs, and diversified fixed income, and also serves as adviser to the FundX family of exchange-traded funds.

Mark Miller is a financial advisor with One Capital Management, LLC in Westlake Village, CA. He holds Series 63 and Series 65 designations and has 15 years of industry experience. Prior to joining One Capital Management in 2022, he worked for First Trust Portfolios L.P. from 2013 to 2022. One Capital Management serves individuals, retirement plans, trusts, corporations, and other institutional clients with a multi-advisor team managing approximately $7.0 billion in discretionary assets. The firm follows a globally balanced investment approach that combines active large-cap equity management with ETFs and diversified fixed income, supported by a proprietary fund ranking system and a written Investment Policy Statement.

Aiden Clark is a financial advisor at One Capital Management, LLC with a Series 65 designation and two years of industry experience. Prior to joining One Capital Management, he worked at Pepperdine University for four years. One Capital Management serves individuals, retirement plans, trusts, corporations, and other institutional clients with a multi-advisor team managing approximately $7.0 billion in discretionary assets. The firm offers wealth management, financial planning, sub-advisory and retirement plan solutions, and acts as investment adviser to the FundX suite of ETFs, employing a globally balanced investment approach guided by a written Investment Policy Statement.

Jeremy Cumbee is a Certified Financial Planner® and holds a Series 65 license with seven years of industry experience. He is currently affiliated with Mission Wealth Management, LP, joining the firm in 2025 after six years at Integrity Financial Corporation. Prior to entering the financial advisory field, he worked at Pepperdine University for several years. Mission Wealth Management, LP is an SEC-registered multi-team advisory firm managing approximately $17 billion for high-net-worth individuals, families, and institutional clients. The firm offers wealth management, portfolio management, financial planning, and consulting services, employing a tiered, customized service model and emphasizing long-term investment strategies that incorporate alternative investments and third-party sub-advisors.

Bryan Miranda is a financial advisor at Gerber Kawasaki Wealth & Investment Management with 18 years of industry experience. He has worked at LPL Financial for nine years and has been with Gerber Kawasaki since 2010. In addition to his advisory role, he engages in insurance services and acts as a liaison between clients and the firm’s tax department. Gerber Kawasaki Wealth & Investment Management serves a diverse client base including individual households, retirement plans, trusts, and corporations. The firm employs an active management approach, combining fundamental and technical analysis with strategies such as systematic rebalancing and tax-loss harvesting, and offers additional services including tax preparation and estate planning.

Nicholas Licouris is a CFP® professional at Gerber Kawasaki Wealth & Investment Management with 12 years of industry experience. He has been with Gerber Kawasaki since 2014 and previously was associated with LPL Financial. Outside of his advisory role, he dedicates time to GK Tax and Accounting, acting as a liaison between clients and CPAs. Gerber Kawasaki serves a diverse client base including individual, institutional, and municipal clients, offering wealth management, financial planning, and access to alternative investments. The firm employs tailored portfolio strategies with active management techniques and also acts as sub-adviser to an actively managed growth-focused ETF.